The Delta Air Lines paradox: Stellar fundamentals against a bemusing anti globalisation stance
Delta Air Lines has emerged as one of the strongest US airlines by many financial and operational measures. Its success is driven by clear cut internal targets, and also, the benefit of being a first mover in the last wave of US consolidation that began in 2008.
Delta has enjoyed many first mover benefits that have allowed the airline to leave its large US rivals in the rearview mirror as the merged entities of American and United are still working to fully exploit their projected synergies. As a result, Delta has adopted unconventional and aggressive business strategies including buying an oil refinery, hinging aircraft orders on tentative pilot deals, opting to operate a fleet with a higher average age and engaging in a battle with its long-standing partner Alaska Air Group for supremacy in Seattle.
The airline’s other controversial moves include leading the charge against claims that the three large Gulf airlines unfairly benefit from subsidies and the decision to un-align itself with the US airline lobbying group Airlines for America. Those actions raise questions about Delta’s global perception as it cries foul over Gulf subsidies, yet opts to invest in other subsidised airlines.
To access CAPA Premium Analysis you need a CAPA Membership
Your window into the latest insights
CAPA employs an industry-leading Analyst team based in Europe, North America, Asia and Australia who offer unique perspectives and independent and accurate commentary of critical industry developments globally. CAPA Members rely on our Analysis to unlock valuable insights and actionable intelligence to keep ahead of the game.
Big picture strategic view
Our Analysts don’t just report the news - they take a big picture strategic view of aviation dynamics, issues and trends and analyse the implications of these developments for you.
The CAPA Analyst team is based globally to ensure our CAPA Members have access to independent, unique perspectives covering an entire spectrum of daily, worldwide commercial aviation developments.
Customise your Alerts
CAPA Members can use CAPA Alerts to receive daily, weekly or monthly and customised updates on our Analysis.
I'm very impressed by the factual and detailed analysis CAPA is always doing.- CEO, Airline Member
Phone: +61 2 9241 3200 | Email: firstname.lastname@example.org